Chief Investment Officer
CurrentDevelop and deliver investment services for wealth, institutional and brokerage clients, as well as provide strategic direction for the firm's asset management investment activities.
Oct 2014 - Present
AeroLeads people directory · profile
Tony Roth Email & Phone Number
Chief Investment Officer
at
Wilmington Trust
1 work email found
@wilmingtontrust.com
1 phone found area 855
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Investment Officer
Location
Greater Philadelphia, United States
Who is Tony Roth? Overview
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Quick answer
Tony Roth is listed as Chief Investment Officer at Wilmington Trust, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at wilmingtontrust.com, phone signal with area code 855, and a matched LinkedIn profile for Tony Roth.
Tony Roth previously worked as Chief Investment Officer at Aquitaine Management and Chief Investment Officer, Private Wealth Management at Ubs Wealth Management. Tony Roth holds Jd, Law from Harvard Law School.
Company email context
Email format at Wilmington Trust
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*@wilmingtontrust.com
68% confidence
AeroLeads found 1 current-domain work email signal for Tony Roth. Compare company email patterns before reaching out.
Profile bio
About Tony Roth
As chief investment officer (CIO) of Wilmington Trust Investment Advisors, Inc.—the investment advisory arm of Wilmington Trust and M&T Bank—Tony leads the development and delivery of investment services for wealth, institutional, and brokerage clients. These responsibilities include setting strategic direction for the firm’s investment activities as well as oversight of economics, asset allocation, manager research, portfolio construction, proprietary asset management, and nontraditional investments. Tony chairs the firm’s Investment Committee. He also hosts the podcast, Capital Considerations with Tony Roth, which received the Gramercy Institute’s 2021 Asset Management Marketing Award for outstanding content.Before joining Wilmington Trust, Tony was CIO for Aquitaine Management in New York. Previously, he was CIO at UBS Wealth Management Americas, where he founded the Ultra High Net Worth Chief Investment Office. Earlier in his career, Tony was founder and co-head of the Advisory Services Division at Bear, Stearns & Co. Inc., served as director of the Family Wealth Group at Sanford C. Bernstein & Co., and was a tax attorney at Cleary Gottlieb in New York.Tony earned his law degree from Harvard Law School. He holds master’s degrees in French and international tax law from Université Panthéon Sorbonne, and graduated magna cum laude from Brown University with a degree in philosophy. Specialties: asset management, asset allocation, wealth management, portfolio construction, tax law
Listed skills include Portfolio Management, Wealth Management Services, Financial Services, Securities, and 18 others.
Current workplace
Tony Roth's current company
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8 roles · 14 years
Tony Roth work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer
Aquitaine Management
2013 - 2014
~1 yr
Chief Investment Officer, Private Wealth Management
Developed investment and portfolio strategy for ultra high net worth, endowment and pension segments. Scope included capital market assumption, strategic and tactical allocation development, investment and portfolio strategy, manager research, desktop analytics and risk management.
Jan 2010 - Dec 2012
Head, Wealth Management Strategies
Responsible for multiple business lines for UBS Wealth Management Americas, including Investment Strategy, Wealth Planning, long-only Manager Research, Ultra-High Net Worth field consultants (both investment and advanced planning) and desktop tools and risk analytics.
Jan 2010 - Dec 2012
Head, Pwm Consulting And Portfolio Advisory Groups
Aug 2008 - Dec 2009
Co-Head, Advisory Services Division
Bear Stearns
Founder and Head, Wealth Management Services Group prior to assuming role of Co-Head, Advisory Services Division
Oct 2000 - Jun 2008
Director, Wealth Management Group
Led a team focused on creating personalized, holistic wealth planning solutions for individuals, families and business owners. Organized continuous education programs to help the team identify unique opportunities for clients.
Oct 1999 - Oct 2000
Associate, Tax And Trusts & Estates Groups
Cleary Gottlieb
Helped guide strategic research for the firm on estate, tax, and charitable planning, estate and trust administration, tax related controversies, wealth management, and estate and gift tax related planning topics.
Aug 1993 - Oct 1999
4 education records
Tony Roth education
Jd, Law
Harvard Law School
Dea, Droit Fiscal Internationale (International Tax Law)
University Of Paris I: Panthéon-Sorbonne
Ba, Philosophy
Brown University
High School Diploma
Phillips Academy, Andover
FAQ
Frequently asked questions about Tony Roth
Quick answers generated from the profile data available on this page.
What company does Tony Roth work for?
Tony Roth works for Wilmington Trust.
What is Tony Roth's role at Wilmington Trust?
Tony Roth is listed as Chief Investment Officer at Wilmington Trust.
What is Tony Roth's email address?
AeroLeads has found 1 work email signal at @wilmingtontrust.com for Tony Roth at Wilmington Trust.
What is Tony Roth's phone number?
AeroLeads has found 1 phone signal(s) with area code 855 for Tony Roth at Wilmington Trust.
Where is Tony Roth based?
Tony Roth is based in Greater Philadelphia, United States while working with Wilmington Trust.
What companies has Tony Roth worked for?
Tony Roth has worked for Wilmington Trust, Aquitaine Management, Ubs Wealth Management, Bear Stearns, and Sanford C. Bernstein.
How can I contact Tony Roth?
You can use AeroLeads to view verified contact signals for Tony Roth at Wilmington Trust, including work email, phone, and LinkedIn data when available.
What schools did Tony Roth attend?
Tony Roth holds Jd, Law from Harvard Law School.
What skills is Tony Roth known for?
Tony Roth is listed with skills including Portfolio Management, Wealth Management Services, Financial Services, Securities, Equities, Hedge Funds, Capital Markets, and Fixed Income.
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